#general

Hey @Alyson. 20+ year US CPA here.

Start by looking for a CPA that specializes in or works exclusively with freelance businesses. CPAs all have specialties. All CPAs will know the basics but you'll want someone who understands the nuances of your industry so they can give you actionable and relevant advice. You can look at CPAs kinda like doctors. All doctors know the basics about the human body, but you want the surgeon specialist when it's time to replace your knee.

Second, make sure you know exactly what you want from the CPA. Are you looking for bookkeeping, tax planning, financial analysis, tax preparation? And make sure the CPA you're interviewing provides that service. Not all CPAs do tax work. Not all CPAs due bookkeeping, etc.

If you have specific questions, feel free to ask or send me a DM. Happy to help.

Thank you so much! They also need to be registered in my state, is that right? Are there any websites you recommend to compare CPAs or just Google local search?

You're welcome! Registration in your state is ideal, but not necessary. Only if you're looking for an audit, do they need to registered in your state. But make sure they are registered in a state. Each state has a public searchable database of all licensees.

I'm not aware of a comparison site for CPAs. Unless you really really really want to work with someone local, who may have an office you can visit, there's no need to limit yourself geographically to who's near you. In fact, many CPAs have gone fully virtual. I'd start with searching for "CPAs for freelancers" or something like that.

And as a side note: if you're looking for help with only tax preparation, consider using an Enrolled Agent. These folks only do tax work and are experts certified by the IRS. https://www.irs.gov/tax-professionals/enrolled-agents

I really appreciate the recommendation and detailed response. Thank you!

You're welcome. Happy to help. 😊